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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here -- Ignore unavailable to you. Want to Upgrade?

To: Kenneth E. De Paul who wrote (4012)	6/3/1999 10:37:00 AM
From: Frank A. Coluccio	Read Replies (1) \| Respond to of 12823

Ken, A while back here in this venerable establishment we call the Last Mile Thread, George Hawley (Dr. Loop, a founder of Diamond Lane) was kind enough to entertain a discussion with me concerning DSL in commercial buildings. The model I created for discussion centered on the World Trade Center (Twin Towers) in NY, because of its density factor and extraordinary in-building distances that would need to be traversed. The thread dialog is somewhere back in the '97 timeframe. At that time, GH made a good argument (although in retrospect I now feel that he may simply have been too attached to the original intent of DSL's use in outside plant distribution loops, but then again...) that 100 Mb/s Ethernet could be used more economically than VDSL. My model included several high capacity SONET rings on the back end at the time, which is probably not what I would recommend today. As Moore's Law lays into the economics of DSL techs and drives costs down over time, and as optical economies continue to improve dramatically, I feel that we are now poised to see a re-emergence of DSLs in enterprise settings in situations that have also, heretofore, been considered non-intuitive, or highly unlikely. Such a model would support remote server farming (perhaps hosted by service providers), as in the trend today being promoted by "application service providers," or ASPs. Yesterday's Oracle-Qwest "partnership" press release (I hate when they use that word in press releases, it's so full of crap... when one guy has to pay the other...) could be used to demonstrate such a model, if the totality of an enterprise's server needs were satisfied in such a manner. biz.yahoo.com [BTW, I found all of the repetitive citing of the brand names and service marks in this release extremely distracting. Made it extremely annoying and difficult to read. But that's schmoltzing.] It's all about religion and trade-offs. Think of all those vacant LAN rooms that could be restored to their original intended purpose: Break Rooms. Remember those? Regards, Frank Coluccio